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积极拿地 长三角城市群成房企“补仓”热点

2017-09-26 07:12:54   中国经济网

每经实习记者 舒曼曼 每经实习编辑 魏文艺

新存量时代,房企“拿地”成了更受关注的高频词。在什么地方拿地?以什么方式拿地?拿地贵不贵?成为房企拿地的三个关键要素。

政策调控之下,今年以来房企拿地激情依然不减。中原地产研究中心统计数据显示,截至2017年9月13日,全国50热点城市合计土地出让金额达2.13万亿元,相比2016年同期的1.53万亿元上涨了38.8%。其中北京、杭州、南京、重庆四个热点城市土地销售净额均超过千亿元;上海、武汉、苏州、郑州、天津、广州、合肥、佛山、济南等城市卖地收入均超过500亿元。

对于拿地的策略和趋势,远洋集团董事局主席、行政总裁李明在2017年中期业绩发布会上表示,在拓展土地资源上,远洋由按照一、二、三、四线城市的划分方法转变为以城市群和人口流动性的角度去衡量。易居研究院研究员王梦雯也对《每日经济新闻》记者表示,今年以来,长三角地区以及三四线城市土地市场较其他地区更为火爆,尤其是上海、南京、杭州及周边的城市。

积极补仓典型房企拿地不手软

中国指数研究院统计显示,TOP10房企1~8月拿地总金额高达6184亿元,占TOP50企业的51%,大型优秀房企的土地资源优势愈发凸显。

国家统计局数据显示,1~8月份,房地产开发企业土地购置面积1.4亿平方米,同比增长10.1%,土地成交价款6609亿元,增长42.7%。典型房企在拿地方面表现尤其突出。从拿地成交权益金额来看,前8月,碧桂园、万科和保利分别以1353亿元、917亿元和791亿元位列前三。而百强房企拿地则普遍聚焦于一二线城市,这是主力布局所在,而少部分聚焦核心一线周边的三四线卫星城。

典型房企之所以保持扩张态势,主要是源于销售增长背后亟待补仓。以碧桂园为例,仅8月连落三子迅猛布局北京,同时继续加码重庆、杭州、长沙、苏州等潜力二线城市,以及镇江、江门、湖州、孝感等核心城市周边三四线城市,单月拿地权益金额超170亿元。万科则在济南、杭州、青岛、上海、合肥、北京等热点一二线城市拿地,单月拿地权益金额超230亿元。

从各城市群拿地权益金额来看,长三角仍是房企重点关注区域。TOP10企业在长三角地区拿地总额高达2497亿元;中西部和珠三角以1673亿元和1463亿元分列第二、第三位;环渤海地区由于推出土地的城市数量较少及热点城市土地多为联合体竞得,拿地总额位列第四位,为1378亿元。

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